+18.8%
BX vs VSAT
+45.0%
-26.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.9% | +3.3% | -2.7% |
| 7D | -5.7% | +3.5% | -9.2% | -6.2% |
| 30D | -8.9% | -14.7% | +5.8% | -7.0% |
| 3M | +8.4% | +13.2% | -4.8% | +4.9% |
| 6M | +18.9% | +57.4% | -38.4% | +8.7% |
| YTD | -13.6% | +110.0% | -123.6% | -24.7% |
| 1Y | -22.4% | +134.4% | -156.8% | -34.3% |
| 3Y | +26.0% | +203.5% | -177.5% | -6.8% |
| 5Y | +18.8% | +47.1% | -28.4% | -7.1% |
| All | +18.8% | +45.0% | -26.2% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling